Manager Selection

3rdMark looks for managers who have a demonstrated commitment to building a high quality investment management business, and who believe in building enduring relationships with their clients.

Managers are evaluated on the following criteria: 

v    High quality investment management team dedicated to delivering excellent investment performance

v    Enthusiastic senior management leadership that understands the key drivers for success in an investment management business

v    Clearly defined investment philosophy and process that is sustainable and is a compelling story that provides a product advantage

v    Strong ethical approach and commitment to meet all regulatory and compliance requirements in the Australian and New Zealand marketplaces

v    A track record of investment performance consistent with their investment philosophy

v    Investment team continuity and reward structure with substantial investment in the products by portfolio managers

v    Strong risk management processes

v    Competitive fees and product structures

v    Sufficient capacity

Contract terms are negotiated on a case-by-case basis to reflect client-specific needs. Each arrangement is designed to minimise the client’s fixed costs and establish a clear alignment of interest. Our typical agreement combines a retainer and a percentage of revenue for new business generated by 3rdMark.